Managers of Wealth Americas

Vinci Partners and Compass Announce Business Combination

Compass has developed a leading and differentiated platform in LatAm

MoneyLion posts strong Q4 results

The work we did in 2023 positions us to lean into growth while remaining disciplined and focused on profitability.

Demand for Increased Personalization Could Come from Younger 401(k) Participants

Recordkeepers can distinguish themselves from their peers by offering solutions that integrate personalization within their target-date fund offerings

New York workers’ return to office ignites deal hopes in battered real estate market

"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"

New York workers’ return to office ignites deal hopes in battered real estate market

"In New York, you have financial services firms who are growing rapidly, you don't have any new building,"

In Private Investment, Diverse Fund Management Teams Have Opened Doors

But a vital and often-overlooked dimension of diversification is the people driving portfolio decision making.

Hawksford Completes Paradigm Governance Partners Acquisition

Hawksford announced that it had entered an agreement to acquire Paradigm in November 2023

Hiscox Re & ILS sees record profit of $221.4m in 2023, CoR drops to 69.8%

The pipeline of further opportunities remains strong.

Weiss Asset Management is Unrelated to Weiss Multi-Strategy Advisers LLC

Such closing will have no effect on WAM, which will continue seeking to provide value to its investors.

State Street Announces $100 Million Program for Minority Depository Institutions and Community Development Financial Institutions

Both MDIs and CDFIs support low-to-moderate income communities through lending, affordable housing and workforce development.

Robertson Stephens Hits $5 billion AUM, Deepens Presence in the Northeast

The firm welcomes wealth managers, William Thrush and Meghan Rump, in new CT office, 5th office in the Northeast

Can smaller trusts survive without consolidation?

The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale funds

Capchase and BBVA Spark form partnership

This process speeds up decision-making and ensures that financing aligns effectively with the needs of companies.

Can smaller trusts survive without consolidation?

The trust sector has seen increased M&A in recent times, while investors have highlighted concerns over illiquid, sub-scale fund

Divcon Controls Announces Investment from Goldman Sachs Alternatives

The integration of system controls and building automation systems also optimizes the energy used to cool data center facilities by increasing equipment efficiency.

Lester Asset Management Announces the Launch of Canada's First Biodiversity Fund

The environment is an area we have a deep understanding of having made strong returns for our clients for over 15 years

Return On Life Wealth Partners Is Named A Forbes Best-In-State Wealth Management Team

For 30 years, the Return on Life Wealth Partners team has focused on providing each client with the benefit of their diverse perspectives and experience

CI Global Asset Management Expands Alternative Funds Lineup with Launch of CI Auspice Alternative Diversified Corporate Class

Fund aims to deliver crisis alpha, inflation protection

Evertas Named 2023 Bloccelerate Portfolio MVP

Evertas insures seven of the world’s top-ten Bitcoin mining operations and many top custodians of crypto assets globally

Family office CIOs pivot towards alternatives: KKR’s Henry McVey

These CIOs plan to increase their exposure to alternative investments in 2024, bucking the prevailing market trend.

Alternative Investments